Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFIC)

497 + Investors. Track Smart Money conviction in DFIC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +55
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — DFIC

Based on 497 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DFIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
497 hedge funds hold DFIC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+124 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 70% buying

338 buying146 selling
Last quarter: 338 funds were net buyers (85 opened a brand new position + 253 added to an existing one). Only 146 were sellers (116 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new DFIC position: 42 → 56 → 45 → 85. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 28% medium ■ 27% new
222 out of 497 hedge funds have held DFIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

63 → 42 → 56 → 45 → 85 new funds/Q
New funds entering each quarter: 42 → 56 → 45 → 85. A growing number of institutions are discovering DFIC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 40% new entrants

■ 37% veterans ■ 23% 1-2yr ■ 40% new
Of 497 current holders: 186 (37%) held 2+ years, 112 held 1–2 years, 199 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
16 of 497 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DFIC

How many hedge funds hold DFIC — quarterly history vs. share price
Quarterly hedge fund ownership of DFIC vs. share price

Market Analysis: DFIC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFIC

-- --
Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

23 top-rated funds 77 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
7.4
/ 10
conviction
Hedge Fund Positioning: DFIC
2026 Q1 Stats Unlock in 19 days 497 + Investors

Track Smart Money conviction in DFIC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 497 442 12.44%
13F Shares 270M 254M 6.34%
Total Value $9.31B $8.33B 11.81%
New Positions 85 45 +40
Increased Positions 253 246 +7
Closed Positions 30 39 -9
Reduced Positions 116 107 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIC

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Financial Highlights

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Institutional Holders (2026 Q1)

497 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFIC. Verified SEC 13F-HR filings.

Top 25 institutional holders of DFIC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Miramar Fiduciary Corp 55.80% 1,915,823 $68.1M
2 CAPSTONE CAPITAL LLC 24.12% 1,054,038 $37.4M
3 Aspen Capital Management, LLC 20.02% 2,275,858 $80.9M
4 Tencap Wealth Coaching, LLC 19.56% 1,461,824 $52.0M
5 Tassel Capital Management, Inc. 18.72% 970,099 $34.5M
6 Verisail Partners, LLC 18.18% 1,261,255 $44.8M
7 SwitchPoint Financial Planning, LLC 16.94% 703,061 $25.0M
8 Kooman & Associates 16.64% 1,570,653 $55.8M
9 RW Investment Management LLC 14.56% 4,234,459 $150.5M
10 BCU Wealth Advisors, LLC 14.21% 1,073,062 $38.1M
11 Vannoy Advisory Group, Inc. 13.91% 618,312 $22.0M
12 Your Advocates Ltd., LLP 13.55% 1,250,586 $44.4M
13 Henrickson Nauta Wealth Advisors, Inc. 13.37% 1,341,057 $47.6M
14 Evensky & Katz LLC 12.24% 6,055,549 $215K
15 Sensenig Capital Advisors, Inc 11.22% 308,039 $10.9M
16 BCO Wealth Management LLC 11.06% 518,097 $18.4M
17 Pine Harbor Wealth Management, LLC 10.82% 1,017,885 $36.2M
18 True Wealth Design, LLC 10.47% 1,062,329 $37.7M
19 Quantum Financial Planning Services, Inc. 10.16% 795,841 $28.3M
20 Stordahl Capital Management, Inc. 9.96% 1,361,259 $48.4M
21 Straight Path Wealth Management 9.90% 1,043,507 $37.1M
22 Aspen Wealth Management LLC 9.89% 1,395,647 $49.6M
23 Freedom Investment Management, Inc. 9.20% 872,760 $31.0M
24 Ridgeline Wealth, LLC 9.02% 354,452 $12.6M
25 Hippocratic Financial Advisors, LLC 8.94% 573,822 $20.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DIMENSIONAL ETF TRUST (DFIC)

What does the Smart Money Trend signal show for DFIC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFIC?

More buyers than sellers — 70% buying: Last quarter: 338 funds were net buyers (85 opened a brand new position + 253 added to an existing one). Only 146 were sellers (116 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFIC holders?

Smaller funds dominant — 4% AUM from top-100: 16 of 497 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFIC?

45% of holders stayed for 2+ years: 222 out of 497 hedge funds have held DFIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.